Finding Work Order Contacts By Department

A work order contact may be entered when a work order is created by a login user on behalf of another user. The contact lookup form will find available contacts based on department of the login user. 

• Work order's department code is used if populated.
• Otherwise, the current user's department code is used.
• If no data is found from the filtering, the data is filtered based on site access control.
• Clicking menu item "By Dept" and "Pick Others" to filter by dept or site access control.

1. Contacts Setup

Contact users for a work order are users assigned to sites.

• Menu: Organization | ACL Profiles | Site Assignment
• You may assign users to a site. These users will be contacts for a work order by site.

2. Requesters Setup

Requesters for a work order are users assigned to sites. They can be configured the same as contacts above.

 Additional Resources

• When to Use Teams in Calem
• How to Manage Work Orders by Teams
• User Guide and Admin Guide (customer account required)
• Calem Enterprise Training Site
  
• Calem Enterprise Blogs
  
• Calem Enterprise demo